← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
1101	BlueCrest Capital Management St Helier, Jersey	$0	-$8.13M	–	Closed
1102	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$0	-$2.08M	–	Closed
1103	BFO Boston Family Office Boston, Massachusetts	$0	-$217K	–	Closed
1104	Brandes Investment Partners La Jolla, California	$0	-$7.47M	–	Closed
1105	BTNA Bremer Trust National Association St. Cloud, Minnesota	$0	-$222K	–	Closed
1106	BRF B. Riley Financial Los Angeles, California	$0	-$262K	–	Closed
1107	BAM Bruderman Asset Management Locust Valley, New York	$0	-$26K	–	Closed
1108	BCM BTR Capital Management Oakland, California	$0	-$368K	–	Closed
1109	CIM Calvert Investment Management Bethesda, Maryland	$0	-$10.5M	–	Closed
1110	CSM CAMG Solamere Management Charlotte, North Carolina	$0	-$1.19M	–	Closed
1111	CIA Cascade Investment Advisors Oregon City, Oregon	$0	-$1.93K	–	Closed
1112	Castleark Management Chicago, Illinois	$0	-$10.5M	–	Closed
1113	Catalyst Capital Advisors Huntington, New York	$0	-$722K	–	Closed
1114	CIBC World Market Toronto, Ontario, Canada	$0	-$2.15M	–	Closed
1115	CCP Clough Capital Partners Boston, Massachusetts	$0	-$15.4M	–	Closed
1116	DPA Delphi Private Advisors San Diego, California	$0	-$3K	–	Closed
1117	ECM Elgethun Capital Management Sioux Falls, South Dakota	$0	-$108K	–	Closed
1118	Empirical Finance Havertown, Pennsylvania	$0	-$14K	–	Closed
1119	Engineers Gate Manager New York	$0	-$144K	–	Closed
1120	Evergreen Capital Management Bellevue, Washington	$0	-$2.84M	–	Closed
1121	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$279K	–	Closed
1122	FRM Fox Run Management Greenwich, Connecticut	$0	-$431K	–	Closed
1123	Freestone Capital Holdings Seattle, Washington	$0	-$743K	–	Closed
1124	GCA Gideon Capital Advisors New York	$0	-$239K	–	Closed
1125	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$1.64M	–	Closed